Why choose us?
We do things differently. No jargon, no suits, no dreary offices; our fresh approach, accreditations and expertise make us stand out from the crowd.
We’re highly rated
We’re highly rated on VouchedFor, the UK’s leading independent review site for financial advisers. Clicking on the VouchedFor badge will take you to our VouchedFor page where you can see our rating and read reviews left by our clients.
We’re Chartered Financial Planners
Chartered status is the “gold standard” accreditation in financial planning. We were one of the first firms in the country to be awarded the prestigious corporate Chartered firm status, in recognition of our high level of technical competence and knowledge and our commitment to outstanding client service.
You’ll be speaking to an expert
All our clients deal directly with us and our team of independent, Chartered, highly qualified financial planners. If you pick up the phone, it’s us you’ll be speaking to. We’re also supported by mortgage and protection advisers who our clients are delighted to use when they require expertise outside our own.
We’re problem solvers, not salespeople
We will never try to ‘sell’ you a financial product you don’t need. Being completely independent means that we’re not beholden to the distant policies and targets of large corporations. Instead, we’re free to use our expertise to make the best decisions for you. We steer clear of jargon and instead explain things in plain English.
We’re a family-run firm with history
Our clients have enjoyed continuity of service from the same multi-generational team for 30 years now. 3-S was founded by Owen Sekree in 1992. His son Mark has been the lead financial planner at the firm for the past decade. Having two generations involved in the management of the firm means we can work with you far into the future.
You’ll be listened to, valued and experience outstanding service
The work we do, the plans we create and the tools we use are all informed by what you want to achieve; that’s in life, not just with your money. Your needs, goals and aspirations always come first. Some of our clients have even sat down to talk about the service we provide and how we’ve helped them. You can watch and read their stories here.
Our financial planner Mark Sekree is a Fellow of the PFS.
The PFS Fellowship programme is the highest qualification awarded by the CII. Fellowship is only available to those who demonstrate a commitment to achieving qualifications as a result of extensive study and examination. Mark was one of only a handful of advisers to become a fellow of the Personal Finance Society whilst still in his twenties. Demonstrating a commitment to personal development and increasing his knowledge for the benefit of his clients.
Hear from our clien ts
© 3-S Financial Management are authorised and regulated by the Financial Conduct Authority. You can find 3-S Financial Management on the FCA register by clicking here. Registered in England & Wales. Registered Office: 15 Gold Hill, Shaftesbury, Dorset, SP7 8HB.
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